See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,584 | $48,265-34.6% | $68,791-54.1% | $68,494-53.9% |
| Participation rate | 64.5% | 60.7%+3.8pp | 69.0%-4.5pp | 67.9%-3.4pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,040 | $1,829+11.6% | $2,655-23.2% | $2,596-21.4% |
| Participant deferral / active EE | $5,181 | $2,867+80.7% | $3,941+31.5% | $4,027+28.7% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |